| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WBI INVESTMENTS, LLC | 199,102 | 20,075,000 | 49.65% | ||
| 2 | PINNACLE ASSOCIATES LTD | 93,929 | 9,471,000 | 23.42% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 70,345 | 7,093,000 | 17.54% | ||
| 4 | Pinnacle Wealth Management Advisory Group, LLC | 17,680 | 1,783,000 | 4.41% | ||
| 5 | DT Investment Partners, LLC | 6,205 | 626,000 | 1.55% | ||
| 6 | Accuvest Global Advisors | 6,080 | 613,000 | 1.52% | ||
| 7 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4,978 | 502,000 | 1.24% | ||
| 8 | AVALON CAPITAL MANAGEMENT | 2,672 | 269,000 | 0.67% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
